The Flaneur would like to extend to you our warmest welcome and hello. You’re here because you want to make money in the markets, and we’re here to help. We are bankers and scientists, analysts and philosophers; we’re fundamental but still technical, and we fly coach after getting it done. We are not your typical investment newsletter.
A Flaneur is a thinking man. He ponders, he evaluates, and he understands all the perspectives. He has training and intelligence that rival the best, but he walks to his own beat. He may start with an abstraction, but he concludes with a tangible path. His philosophies are supported by analysis and logic, on matters as wide or as narrow to be valued by any and every man. He can be short or he can be long, but he’s always concise. His path may wander, but a Flaneur always has a clear point of view.
The Wall Street Flaneur is a weekly investment newsletter, synthesizing the macro and the micro to bring to you a fresh and unique perspective on the markets. The Wall Street Flaneur is proactive; we don’t let the talking heads on CNBC or the mainstream media dictate our coverage. We anticipate opportunity, filter out the noise, and provide clear, actionable analysis to put you ahead of the game. Some of our most popular and cited articles include:
- US Manufacturing – A Traditional Powerhouse Poised for Growth: Long before you read it on the front page of the Journal or CNN.com, you read it here: US manufacturing is on the comeback. Sure, manufacturing has lost some footing—jobs lost, market share diminished. Sometimes, though, conditions realign and breathe new life into tired lungs. In this analysis, we posit that such conditions have aligned for US manufacturing. Today’s combination of favorable monetary policy, decoupled global and domestic growth rates, and low inflation expectations for the foreseeable future have US manufacturing poised for growth.
- Obesity in America: An Investor’s Perspective: Over the past 50 years, we’ve witnessed significant changes to our food supply, our food habits, and our lifestyles. These primary factors have converged to propagate a culture that is largely sedentary and, while overfed, under-nourished. What does this mean for society at large? What trends are driving this and are they reversible? Are we prepared to treat the wave of obesity-rooted ailments? Will change come from the top down or bottom up, some combination? Or are we doomed? What investment opportunities has this trend created…will it create?
- Beyond the Fracking: North Dakota’s Other Investments: North Dakota is thriving – unemployment is the lowest in the nation, municipal populations are doubling overnight, and exports are rapidly on the rise. The petroleum-rich Bakken formation, covering much of western North Dakota and neighboring Montana and Saskatchewan, has pushed the state into the public eye like never before; North Dakota is a modern-day gold rush. Energy companies are the obvious focal point for the Bakken’s profitable possibilities. But for large-cap players, North Dakota represents just a fraction of their business, and these players’ stock performance is immediately subject to the volatility of the global commodity market. Our team looks at some of the players involved in the Bakken’s exploitation—briefly examining the energy companies that are shaping North Dakota before keying in on the peripheral companies that are poised to profit from the lucrative subsurface.
Our Value Proposition:
We provide consistent, free, and actionable analysis to help YOU be a player in the market. The Flaneur has 15+ years of value driven analytical experience—we are going to bring that professional point of view to your inbox every week, for free. To keep the lights on in our office (we work best at night), we’ll occasionally send you opportunities from some of our hand-selected partners—investment education opportunities, special offers exclusively available for Flaneur subscribers, guest posts by industry and market insiders. We personally stand by every email we send and will only share the highest quality content. So give our partners a look, click their link and check out what they have to offer. We already have.
So again, we welcome you to The Wall Street Flaneur. Please talk to us for any reason whatsoever (we particularly like the feedback and conversation) by emailing us HERE.
The Flaneur